Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
9,384
+5,125
+120% +$745K 0.17% 99
2025
Q1
$657K Buy
4,259
+329
+8% +$50.8K 0.09% 193
2024
Q4
$551K Buy
+3,930
New +$551K 0.08% 212